Concurrent Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Concurrent Investment Advisors’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.4M	Buy	166,859 +3,226	+2%	+$504K	0.22%	89
2026 Q1	$24.2M	Sell	163,633 -17,165	-9%	-$2.58M	0.26%	74
2025 Q4	$25.9M	Buy	180,798 +15,173	+9%	+$2.16M	0.3%	67
2025 Q3	$23.3M	Buy	165,625 +10,466	+7%	+$1.44M	0.4%	51
2025 Q2	$20.7M	Buy	155,159 +11,362	+8%	+$1.44M	0.4%	49
2025 Q1	$18.5M	Buy	143,797 +10,660	+8%	+$1.4M	0.45%	45
2024 Q4	$17M	Sell	133,137 -15,313	-10%	-$2M	0.46%	44
2024 Q3	$19M	Sell	148,450 -6,664	-4%	-$823K	0.56%	34
2024 Q2	$18.4M	Buy	155,114 +16,493	+12%	+$1.96M	0.6%	30
2024 Q1	$16.8M	Buy	138,621 +5,090	+4%	+$583K	0.68%	30
2023 Q4	$14.9M	Buy	+133,531	New	+$14M	0.7%	25

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Concurrent Investment Advisors's VYM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q2 2026, buying an estimated $504K and bringing the position to 166,859 shares worth $26.4M. The position accounts for 0.22% of the portfolio, ranked #89.

Concurrent Investment Advisors first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Concurrent Investment Advisors held 166,859 shares of Vanguard High Dividend Yield ETF worth $26.4M as of Q2 2026.
Concurrent Investment Advisors bought 3,226 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $504K.
Vanguard High Dividend Yield ETF made up 0.22% of Concurrent Investment Advisors's portfolio in Q2 2026, its #89 holding.
Concurrent Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.